Estate

Why a Trust is the best option for avoiding probate

Posted on: July 20th, 2017
There are many “tools of the trade” that a qualified attorney can use to keep your assets out of probate - for example, establishing joint ownership on bank accounts and real estate titles, designating beneficiaries for life insurance policies and certain accounts, and so on. However, setting up a revocable living trust is quite often the best, most comprehensive option for avoiding probate. Let’s discuss why this is true....

What to do when a Loved One passes

Posted on: June 10th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. Are your named Agents knowledgeable and prepared to begin administration upon your death? If you are named as an Agent for a loved one, do you know what your duties and responsibilities are and how to being the administration process?...

The importance of proper Estate Planning

Posted on: April 1st, 2015
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. ...
Posts: 1 All